市場在本週的 FOMC 會議前謹慎交易，BTC 主導率穩定在 59.58%，山寨幣指數為 27，顯示風險情緒平穩。恐懼與貪婪指數上升至42，顯示經過數週波動後情緒有所恢復。
穩定幣流動性低迷。在10月28日，總流量顯示淨流出 3973萬美元，其中5802萬美元流入 USDT，10062萬美元流出 USDC，使得總供應量為 2661.5億美元。
ETF 需求保持穩定，BTC ETF 吸引了 8400萬美元，ETH ETF 增加了 6100萬美元，不包括貝萊德數據。
宏觀與政策
美聯儲可能暫停資產負債表縮減
Wrightson 的分析師預計美聯儲將宣布結束其資產負債表縮減。他們表示，回購市場壓力和儲備餘額下降現在表明流動性狀況正在“接近平衡”。
Wrightson 指出：
“即使美聯儲認為儲備仍然充足，最近聯邦基金利率的波動也是明顯的警告信號。”
這一呼籲與市場日益增長的預期一致，即美聯儲將轉向流動性維護階段，以穩定資金市場並避免再次出現 2019 年的擠壓。
特朗普談中國：“協議即將到來”
特朗普總統告訴記者，“我相信我們可以與中國達成協議，”並補充說他計劃明年初訪問北京，進行新一輪雙邊貿易談判。
交易員認為這是上週關稅回撤後外交解凍的延續。
行業亮點
鏈上大動作
公共錢包數據顯示孫宇晨將超過13億美元的資產從 Aave 轉移到Spark.fi，分配如下：
-
8.5億美元的穩定幣（USDC/USDT）以4.75% 的固定收益進行儲蓄。
-
4.6億美元的 USDS用於農場SPK 代幣，每天大約賺取15 SPK。
觀察者指出，這可能是加強 DeFi 協議中USDS 流動性的更廣泛策略的一部分。
社區與建設者
x402 黑客松獲得綠燈
Trends.fun 創始人 Mable提議舉辦“x402 Solara 黑客松”以發掘新的 AI 驅動支付項目，並獲得Solana 全球開發者負責人 Jacob Creech的官方支持。
早些時候，Solana 創始人 Anatoly Yakovenko稱讚 x402 運動為“精彩”，在 Trends.fun 上賺取了5500 美元的創作者收入。Mable 隨後建議將這些收益捐贈用於資助黑客松獎品：這一想法迅速在 Solana 社區中獲得支持。
如何開始交易 Solana
Solana 不僅快，而且是閃電般的快。從迷因發行到嚴肅的 DeFi，SOL 是行動的所在。如果您準備好乘坐高速鐵路，Toobit 讓交易 Solana 變得簡單。現貨、期貨和完整的專業工具包都在您的指尖。
TurboFlow 上線
Amber Group 聯合創始人 Tony將他的項目Surf Protocol重新命名為TurboFlow，這是一個完全鏈上衍生品 DEX，建立在其自己的 Layer 1 上。主要特點：
-
只有在用戶盈利時收取費用（虧損時不收費）。
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提供全鏈結算和實時利潤分享。
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確認未來階段將推出代幣。
投資者將 TurboFlow 描述為“Amber 的第二代鏈上衍生品基礎設施”。
Monad 空投時間表
Monad Labs確認空投分發結果將在明天宣布，結束早期採用者數月的猜測。
Alpha 觀察
-
YziLabs 支持的 Opinion Protocol已正式開放其預測市場平台的互動，現已對早期用戶開放。
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Farcaster推出了限量版的Warplet NFT 鑄造，每個 NFT 都是從用戶的鏈上 DNA 生成的。由於需求爆炸，該功能暫時使應用崩潰。
-
鑄造使用了Harmonybot在 Base 鏈上，將其代幣CHAOS推升950% 至 105萬美元市值。
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開發者 @sayangel 確認每次 Warplet 鑄造燒毀一部分 CHAOS，創造通縮壓力。
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